Annual Book Value
$42.66B$3.48B+8.88%
Summary
- Current Value
- As of today, SCHW annual book value is $42.66B, up +8.88% on
- Historical Performance
- SCHW annual book value is up +58.58% over the past 3 years, down -11.72% over the past 5 years
- All-Time High Comparison
- SCHW annual book value is currently -11.72% below its historical high of $48.33B set on
- 3-Year Low Comparison
- SCHW annual book value is +58.58% above its 3-year low of $26.90B reached on an earlier date
- Sector Comparison
- SCHW annual book value is higher than 97.94% of companies in Financial Services sector
Book Value Chart
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual Book Value | $42.66B | +8.9% | +58.6% | -11.7% | +585.2% | |
| Quarterly Book Value | $43.93B | +2.9% | +57.1% | -7.5% | +552.4% | |
| Price | $111.09 | +13.6% | +79.8% | +50.1% | +803.9% | |
| Annual Total Assets | $493.19B | +2.3% | -11.0% | -10.2% | +432.1% | |
| Annual Total Liabilities | $443.77B | +2.3% | -14.3% | -10.0% | +413.3% | |
| PB Ratio | 3.83 | -7.9% | -2.0% | +35.8% | +73.3% | |
| Annual Shareholders Equity | $49.43B | +2.2% | +35.0% | -11.8% | +693.9% | |
| Market Cap | $192B | +8.3% | +75.7% | +43.5% | +1193.0% |
Book Value Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | $42.66B | at high | |
| 5Y | $48.33B | N/A | -11.7% |
| All | $48.33B | -11.7% |
Book Value Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | $26.90B | N/A | +58.6% |
| 5Y | $26.90B | +58.6% | |
| All | $73.95M | >+9999.0% |
Book Value History
FAQ
- What is the current annual book value of SCHW?
- As of today, SCHW annual book value is $42.66B
- What is 1-year change in SCHW annual book value?
- SCHW annual book value is up +8.88% year-over-year
- What is 3-year change in SCHW annual book value?
- SCHW annual book value is up +58.58% over the past 3 years
- How far is SCHW annual book value from its all-time high?
- SCHW annual book value is currently -11.72% below its historical high of $48.33B set on December 31, 2020
- How does SCHW annual book value rank versus sector peers?
- SCHW annual book value is higher than 97.94% of companies in Financial Services sector
- When is SCHW next annual earnings release?
- As of today, the next annual earnings release for SCHW has not been scheduled
Book Value Formula
Book Value = Total Assets − Total Liabilities
Quarterly Book Value
$43.93B$1.46B+3.44%
Summary
- Current Value
- As of today, SCHW quarterly book value is $43.93B, up +3.44% on
- Historical Performance
- SCHW quarterly book value is up +2.92% year-over-year, up +57.15% over the past 3 years
- All-Time High Comparison
- SCHW quarterly book value is currently -9.09% below its historical high of $48.33B set on
- 3-Year Low Comparison
- SCHW quarterly book value is +57.15% above its 3-year low of $27.96B reached on an earlier date
- Sector Comparison
- SCHW quarterly book value is higher than 98.08% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly Book Value | $43.93B | +3.4% | +2.9% | +57.1% | -7.5% | |
| Annual Book Value | $42.66B | – | +8.9% | +58.6% | -11.7% | |
| Price | $111.09 | +24.2% | +13.6% | +79.8% | +50.1% | |
| Quarterly Total Assets | $517.27B | +4.8% | +12.7% | +1.1% | -10.0% | |
| Quarterly Total Liabilities | $467.12B | +5.2% | +14.1% | -1.5% | -9.7% | |
| PB Ratio | 3.83 | +4.6% | -7.9% | -2.0% | +35.8% | |
| Quarterly Shareholders Equity | $50.15B | +1.9% | +1.4% | +35.0% | -12.7% | |
| Market Cap | $192B | +23.5% | +8.3% | +75.7% | +43.5% |
Quarterly Book Value Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | $43.93B | at high | |
| 3Y | $43.93B | at high | |
| 5Y | $47.50B | N/A | -7.5% |
| All | $48.33B | -9.1% |
Quarterly Book Value Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | $42.47B | +3.4% | |
| 3Y | $27.96B | N/A | +57.1% |
| 5Y | $26.74B | +64.3% | |
| All | $154.10M | >+9999.0% |
Quarterly Book Value History
FAQ
- What is the current quarterly book value of SCHW?
- As of today, SCHW quarterly book value is $43.93B
- What is SCHW quarterly book value most recent change?
- SCHW quarterly book value was up +3.44% on June 30, 2026
- What is 1-year change in SCHW quarterly book value?
- SCHW quarterly book value is up +2.92% year-over-year
- How far is SCHW quarterly book value from its all-time high?
- SCHW quarterly book value is currently -9.09% below its historical high of $48.33B set on December 31, 2020
- How does SCHW quarterly book value rank versus sector peers?
- SCHW quarterly book value is higher than 98.08% of companies in Financial Services sector
- When is SCHW next earnings release?
- The next earnings release for SCHW is on
Book Value Formula
Book Value = Total Assets − Total Liabilities
Data Sources & References
- SCHW Official Website www.schwab.com
- Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/316709/000031670926000004/0000316709-26-000004-index.htm
- SCHW Profile on Yahoo Finance finance.yahoo.com/quote/SCHW
- SCHW Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/schw